As we move into this next quarter, our attention shifts to a new theme: Strategic Planning.
To optimize your team’s strategic planning, I recommend taking time with your team somewhere near the end of this quarter to look at the big picture and the direction you want your practice to go in the next year. By entering the fourth quarter with a refreshed sense of purpose and with everyone on the same page, you start the next year off with solid momentum.
As an example, last year my office did our strategic planning near the end of September. We had a ‘staycation’ and rented some great hotel rooms at a swanky downtown hotel. This hotel provided us with a conference room and snacks, and we worked efficiently all of Saturday afternoon reviewing our previous year’s plan. We made changes where appropriate and set new goals for ourselves and the practice. That evening we had a much deserved team building dinner at a fantastic local restaurant where we let off a little steam. We reconvened Sunday morning for breakfast and a few more hours of planning and organizing. If you feel that having our agenda for this planning session would be helpful, please contact...
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